Filed March 25, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,912 | $99,020-80.9% | $86,590-78.2% | $147,584-87.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.56% | 1312.34%-1294.8pp | 964.84%-947.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,174 | $3,132-62.5% | $2,839-58.7% | $4,876-75.9% |
| Participant deferral / active EE | $316 | $3,972-92.0% | $3,609-91.2% | $5,439-94.2% |
| Admin fee / account holder | $19 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |